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At TAMIM, we’re dedicated to empowering investors with knowledge to effectively manage their retirement futures. Our Market and Stock Insights cover various segments to keep you updated on the latest trends, strategies, and news affecting your investments. Explore our wealth of insights across different categories to stay ahead in the evolving landscape of investments.
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The telco sector is currently the largest thematic exposure we have across our portfolios. It’s a sector we like because it’s defensive and has been a key beneficiary from the Covid remote working environment. Every 5-10 years we also see a period where the industry... Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios. ​EML Payments (EML.ASX) provided a trading update for Q1 with revenues of $40m and EBITDA of $10m. EML’s transaction volumes have recovered strongly... This week we continue (and conclude) our series on the mobility thematic with the final two pillars in our framework, that is connectivity and shared mobility. Both of these pillars are intrinsically interrelated and are perhaps where we have seen the greatest focus... ​This week we visit the first of the categories within mobility, that is the most obvious, the electrification of transport and automobiles. There are several key catalysts for this process including the continued adoption of regulatory frameworks by governments... Last month we launched a unique TAMIM special purpose vehicle (SPV). This Fund has invested in what we saw as a special opportunity to invest in a company that had reached a seminal moment in its history. A milestone that would be the catalyst for crystallising... Sid Ruttala fleshes out a number of the points that Robert Swift has been talking about in his weekly Ausbiz appearances. Heading into the pointy end of the US presidential election, there is always heightened uncertainty in investment markets and (as much as we might... nce again, we continue down the ASX. This week we examine Brambles Ltd. (BXB.ASX), Amcor Plc (AMC.ASX) and Insurance Australia Group Ltd (IAG.ASX). Below are the previous articles in this series: Talking Top Ten | Part 1: The Banks Talking Top Ten | Part 2: CSL, BHP... This week we look at one of the most overlooked but stellar results of the 2020 reporting season. This company has grown earnings at a compound rate of 44% p.a. for the last four years and requires little capital to grow. The business is benefitting from structural... Sid Ruttala once again delves into the top end of the market, working his way down the larger companies on the ASX. This week we look at Goodman Group (GMG), Newcrest Mining (NCM) and Woodside Petroleum (WPL). Below are the previous articles in this series: Talking...
3 Telco Stocks to Become 1?
9 Stocks to Watch | Australian Equity Portfolio Update
Mobility Part 4: Connectivity, Shared Mobility & 2 Stocks to Consider
Mobility Part 2: We’re gonna rock down to Electric Avenue
An Amaysim Opportunity
What To Watch Headed Into 2021 (Hint: it’s not the election)
Talking Top Twenty | Part 6: Brambles, Amcor & IAG
Stock Review: A Capital-light Compounder
Talking Top Twenty | Part 5: Goodman, Newcrest & Woodside
The telco sector is currently the largest thematic exposure we have across our portfolios. It’s a sector we like because it’s defensive and has been a key beneficiary from the Covid remote working environment. Every 5-10 years we also see a period where the industry... Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios. ​EML Payments (EML.ASX) provided a trading update for Q1 with revenues of $40m and EBITDA of $10m. EML’s transaction volumes have recovered strongly... This week we continue (and conclude) our series on the mobility thematic with the final two pillars in our framework, that is connectivity and shared mobility. Both of these pillars are intrinsically interrelated and are perhaps where we have seen the greatest focus... ​This week we visit the first of the categories within mobility, that is the most obvious, the electrification of transport and automobiles. There are several key catalysts for this process including the continued adoption of regulatory frameworks by governments... Last month we launched a unique TAMIM special purpose vehicle (SPV). This Fund has invested in what we saw as a special opportunity to invest in a company that had reached a seminal moment in its history. A milestone that would be the catalyst for crystallising... Sid Ruttala fleshes out a number of the points that Robert Swift has been talking about in his weekly Ausbiz appearances. Heading into the pointy end of the US presidential election, there is always heightened uncertainty in investment markets and (as much as we might... nce again, we continue down the ASX. This week we examine Brambles Ltd. (BXB.ASX), Amcor Plc (AMC.ASX) and Insurance Australia Group Ltd (IAG.ASX). Below are the previous articles in this series: Talking Top Ten | Part 1: The Banks Talking Top Ten | Part 2: CSL, BHP... This week we look at one of the most overlooked but stellar results of the 2020 reporting season. This company has grown earnings at a compound rate of 44% p.a. for the last four years and requires little capital to grow. The business is benefitting from structural... Sid Ruttala once again delves into the top end of the market, working his way down the larger companies on the ASX. This week we look at Goodman Group (GMG), Newcrest Mining (NCM) and Woodside Petroleum (WPL). Below are the previous articles in this series: Talking...
3 Telco Stocks to Become 1?
9 Stocks to Watch | Australian Equity Portfolio Update
Mobility Part 4: Connectivity, Shared Mobility & 2 Stocks to Consider
Mobility Part 2: We’re gonna rock down to Electric Avenue
An Amaysim Opportunity
What To Watch Headed Into 2021 (Hint: it’s not the election)
Talking Top Twenty | Part 6: Brambles, Amcor & IAG
Stock Review: A Capital-light Compounder
Talking Top Twenty | Part 5: Goodman, Newcrest & Woodside
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TAMIM Asset Management is a boutique investment firm that provides a variety of investment solutions tailored to our clients’ needs, with a commitment to safeguarding their wealth. At TAMIM we delivering expert solutions across equities, property & credit
Stay Informed with TAMIM Stock Insights
TAMIM Asset Management provides market and stock insights for general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal situation, and may not be suitable for you.